Dynamic Asset Allocation or Balanced Advantage funds in India
38 live funds in the Dynamic Asset Allocation or Balanced Advantage category, largest first. Returns are for the plan each fund's page leads with, Direct where the fund has one; 3 and 5 year returns are a year, compounded.
Dynamic Asset Allocation or Balanced Advantage funds
Size is the average money the fund managed over its latest quarter. Cost is its yearly expense ratio.Filter them in the screener
HDFC Balanced Advantage FundHDFC Mutual Fund1Y−5.23%3Y+9.80%5Y+12.51%Size₹1,06,770 CrCost0.77%
ICICI Prudential Balanced Advantage FundICICI Prudential Mutual Fund1Y−0.95%3Y+9.89%5Y+9.57%Size₹74,079 CrCost1.03%
SBI Balanced Advantage FundSBI Mutual Fund1Y−2.30%3Y+8.92%5Y+9.28%Size₹41,731 CrCost0.86%
Kotak Balanced Advantage FundKotak Mahindra Mutual Fund1Y−2.36%3Y+8.53%5Y+8.16%Size₹17,304 CrCost0.82%
Edelweiss Balanced Advantage FundEdelweiss Mutual Fund1Y−0.62%3Y+9.74%5Y+8.47%Size₹13,230 CrCost0.82%
Aditya Birla Sun Life Balanced Advantage FundAditya Birla Sun Life Mutual Fund1Y+1.58%3Y+10.87%5Y+9.27%Size₹9,895 CrCost0.89%
Nippon India Balanced Advantage FundNippon India Mutual Fund1Y−1.69%3Y+9.61%5Y+8.79%Size₹9,855 CrCost0.89%
Tata Balanced Advantage FundTata Mutual Fund1Y−3.66%3Y+7.04%5Y+7.74%Size₹8,604 CrCost0.68%
Baroda BNP Paribas Balanced Advantage FundBaroda BNP Paribas Mutual Fund1Y−1.17%3Y+10.65%5Y+9.60%Size₹5,204 CrCost0.92%
UTI - Unit Linked InsuranceUTI Mutual Fund1Y−1.59%3Y+7.16%5Y+5.38%Size₹5,076 CrCost1.11%
Axis Balanced Advantage FundAxis Mutual Fund1Y−2.16%3Y+10.61%5Y+8.81%Size₹3,812 CrCost1.00%
DSP Dynamic Asset Allocation FundDSP Mutual Fund1Y+0.11%3Y+9.69%5Y+8.15%Size₹3,792 CrCost1.04%
NJ Balanced Advantage FundNJ Mutual Fund1Y−3.15%3Y+7.16%5Y–Size₹3,375 CrCost1.10%- UTI Balanced Advantage FundUTI Mutual Fund1Y−4.94%3Y+7.68%5Y–Size₹3,016 CrCost0.91%
Franklin India Balanced Advantage FundFranklin Templeton Mutual Fund1Y−4.68%3Y+8.23%5Y–Size₹2,810 CrCost0.80%
Parag Parikh Dynamic Asset Allocation FundPPFAS Mutual Fund1Y+1.23%3Y–5Y–Size₹2,596 CrCost0.41%
WhiteOak Capital Balanced Advantage FundWhiteOak Capital Mutual Fund1Y−1.44%3Y+10.65%5Y–Size₹2,274 CrCost0.83%
Bandhan Balanced Advantage FundBandhan Mutual Fund1Y+0.64%3Y+8.98%5Y+7.51%Size₹2,267 CrCost1.07%
Mirae Asset Balanced Advantage FundMirae Asset Mutual Fund1Y+0.17%3Y+9.42%5Y–Size₹2,157 CrCost0.98%
Sundaram Dynamic Asset Allocation FundSundaram Mutual Fund1Y−6.17%3Y+6.97%5Y+7.27%Size₹1,671 CrCost1.11%
HSBC Balanced Advantage FundHSBC Mutual Fund1Y−1.90%3Y+8.48%5Y+7.78%Size₹1,517 CrCost1.15%
Unifi Dynamic Asset Allocation FundUnifi Mutual Fund1Y+8.27%3Y–5Y–Size₹1,391 CrCost1.40%
Bajaj Finserv Balanced Advantage FundBajaj Finserv Mutual Fund1Y−2.15%3Y–5Y–Size₹1,256 CrCost1.00%
Union Balanced Advantage FundUnion Mutual Fund1Y−4.44%3Y+7.08%5Y+6.59%Size₹1,222 CrCost1.46%
Canara Robeco Balanced Advantage FundCanara Robeco Mutual Fund1Y−4.85%3Y–5Y–Size₹1,088 CrCost1.03%
Invesco India Balanced Advantage FundInvesco Mutual Fund1Y−4.50%3Y+8.43%5Y+8.04%Size₹951 CrCost1.18%
Mahindra Manulife Balanced Advantage FundMahindra Manulife Mutual Fund1Y−1.57%3Y+9.98%5Y–Size₹912 CrCost0.83%
quant Dynamic Asset Allocation Fundquant Mutual Fund1Y−5.79%3Y+11.79%5Y–Size₹866 CrCost1.54%
PGIM India Balanced Advantage FundPGIM India Mutual Fund1Y−7.24%3Y+6.46%5Y+6.60%Size₹741 CrCost0.90%
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)Motilal Oswal Mutual Fund1Y−6.36%3Y+1.86%5Y+5.00%Size₹731 CrCost1.55%
LIC Mf Balanced Advantage FundLIC Mutual Fund1Y−4.01%3Y+7.02%5Y–Size₹683 CrCost1.43%- LIC Mf Unit Linked Insurance Scheme (ULIS)LIC Mutual Fund1Y–3Y–5Y–Size₹440 CrCost1.80%
ITI Balanced Advantage FundITI Mutual Fund1Y−7.13%3Y+6.86%5Y+6.09%Size₹346 CrCost1.59%
Helios Balanced Advantage FundHelios Mutual Fund1Y−3.75%3Y–5Y–Size₹287 CrCost1.32%
Bank of India Balanced Advantage FundBank of India Mutual Fund1Y−0.69%3Y+8.40%5Y+9.78%Size₹175 CrCost1.39%
Samco Dynamic Asset Allocation FundSamco Mutual Fund1Y−5.85%3Y–5Y–Size₹173 CrCost1.95%
The Wealth Company Balanced Advantage FundThe Wealth Company Mutual Fund1Y–3Y–5Y–Size₹47 CrCost1.26%
Shriram Balanced Advantage FundShriram Mutual Fund1Y−5.03%3Y+5.43%5Y+5.72%Size₹43 CrCost0.90%